CWA
CM Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,761
| Closed | -$348K | – | 96 |
|
|
2024
Q1 | $348K | Buy |
+3,761
| New | +$348K | 0.1% | 120 |
|
|
2023
Q3 | – | Sell |
-3,793
| Closed | -$310K | – | 98 |
|
|
2023
Q2 | $310K | Sell |
3,793
-38,343
| -91% | -$3.13M | 0.1% | 100 |
|
|
2023
Q1 | $3.03M | Buy |
+42,136
| New | +$3.03M | 0.59% | 18 |
|